Claude for Financial Services is a collection of agents, skills, commands, plugins, and data connectors for investment banking, equity research, private equity, and wealth-management workflows. Financial professionals use it to draft models, memos, research notes, and reconciliations for review by qualified people. The catalogue contains components from these workflows, including agents, skills, plugins, commands, and instructions.
Getting it into your agent
This one installs as part of its plugin. Adding the marketplace and installing the plugin brings it with everything else the plugin ships.
/plugin marketplace add anthropics/financial-services/plugin install sp-globalWrote this? Show the measurements
A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.
[](https://agentmods.dev/skills/anthropics/financial-services/funding-digest)<a href="https://agentmods.dev/skills/anthropics/financial-services/funding-digest"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/funding-digest/github.svg" alt="Measured on agentmods" height="20"></a>Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.
<a href="https://agentmods.dev/skills/anthropics/financial-services/funding-digest"><img src="https://agentmods.dev/badge/skills/anthropics/financial-services/funding-digest.svg" alt="Reviewed on agentmods" width="80" height="20"></a>- Socket pass
- Snyk pass
What it costs to keep this loaded
Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.
| Model | Per session | Once invoked |
|---|---|---|
| Fable 5.1 | $0.00136 | $0.07095 |
| Opus 5 | $0.00068 | $0.03547 |
| Sonnet 5 | $0.00027 | $0.01419 |
| Haiku 4.5 | $0.00014 | $0.00709 |
Grade A, and why
funding-digest scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured today.
A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.
Nothing flagged
None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.
Copies of this mod
4 near-identical copies found in the catalogue:
- funding-digest — 100% identical, 0 lines differ
- funding-digest — 100% identical, 0 lines differ
- funding-digest — 100% identical, 0 lines differ
- funding-digest — 100% identical, 0 lines differ
How it starts
The opening of the file, as written. The whole thing — 514 lines — stays where its author put it; the contents beside it link to each section on GitHub.
AI DISCLAIMER (MANDATORY): You MUST include the following disclaimer text in the powerpoint footer. This is not optional — the report is incomplete without it:
"Analysis is AI-generated — please confirm all outputs"
Footer — At the bottom of the generated slide, as a prominent yellow banner: "Analysis is AI-generated — please confirm all outputs"
Weekly Deal Flow Digest
Generate an analyst-quality single-slide PowerPoint that summarizes key takeaways from recent funding rounds across watched sectors or companies, using S&P Global Capital IQ data. Each deal links back to its Capital IQ profile for quick drill-down.
When to Use
Trigger on any of these patterns:
- "Give me a deal flow digest for this week"
- "Weekly funding recap for [sector]"
- "What deals closed in [sector/companies] recently?"
- "Transaction roundup" or "deal roundup"
- "Capital markets update for my coverage universe"
- "Summarize recent funding activity"
- Any periodic briefing request about deals, raises, or rounds
Nested Skills
This skill produces a one-slide PPTX briefing:
- Read
/mnt/skills/public/pptx/SKILL.mdbefore generating the PowerPoint (and its sub-referencepptxgenjs.mdfor creating from scratch)
Entity Resolution & Tool Robustness
S&P Global's identifier system resolves company names to legal entities. This works well for most companies but has known failure modes that cause empty results. Apply these rules throughout the workflow to avoid silent data loss.
Rule 0: Pre-validate ALL identifiers before querying funding
Before calling any funding tools, run every identifier through get_info_from_identifiers. This is the cheapest and most reliable way to catch problems early. Check two things in the response:
- Did it resolve at all? If the identifier returns empty/error, the name doesn't exist in S&P Global. Try the alias from
references/sector-seeds.md, the legal entity name, or thecompany_iddirectly. - What is the
statusfield?"Operating"→ Safe to query for funding rounds."Operating Subsidiary"→ The company exists but is owned by a parent. It will return zero funding rounds. Note this in the digest as context (e.g., "acquired by [Parent]") but do not query for funding.- Any other status (e.g., closed, inactive) → The company is no longer operating. Historical data may exist but no new activity.
What ships with it
2 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.
What this file has done since we first saw it
Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.
- today First seen · 514 lines · 136 tokens per session scan A ac7ef7327327
funding-digest is a skill published in the GitHub repository anthropics/financial-services (34,793 stars, last pushed today), licensed Apache-2.0. It adds 136 tokens to every session and 7,095 once invoked, about $0.0007 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-09-12.
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